W3B Management Solutions offers you a fully comprehensive and customizable business system. It includes three business modules: CRM/Sales, Project Management and Online Invoicing. Project Management section is a full circle business system that integrates customers, projects, tasks and invoicing among many other details and aspects.     First screen that you will see after login […]

What would be your ideal way to send quotes and invoices to your customers? Imagine that you have leads and customers asking you to prepare quotes for various services your company provides. You may find yourself in a situation where you have lots of quotes and are forced to take them one by one and create […]

Before I get into it, I will say that I’m working at W3B CRM, so my opinion is biased. W3B CRM is a one-stop solution for all your management needs and, from the moment you begin collaborating with us, we will customize everything according to your needs. Over time, we want to offer even more, […]

We just added a new feature in the CRM Calendar (SFA -> Calendar) – synchronization with Google Calendar. There are few easy steps to have this set and is supposed that you already have set a Google account. Once you decide to synchronize your Google Calendar activities with Web3Box CRM, you have just few steps […]

An activity set is a template for a group of activities that can be applied to a Lead, Customer, or Opportunity. Activity template setup depends on Your company, Your standards, meaning the steps you take with your Leads, or with your particular process. The ‘Global Configuration’ interface is where you can create your own activity […]

Customizing widgets is now made available for any user that logs into the CRM. Customizing the widgets means: resizing and setting the order for them on the dashboard. Before, managers or administrators had to set the order of the widgets for the employees. Now, the employees can do this themselves, providing more freedom to organize […]

Keeping track of employee performance has just been made easier in the CRM. We introduced a new feature, called Employee Feed. It records daily activities of any employee that logs into the CRM. All this is to help the managers review what their employees have done throughout the day. There are no settings button, everything […]

As the work is being performed for the tasks, employees may have questions, comments regarding them. The same interface where you add your hours to a task, is where you can notify the person who manages the project with any concerns you may have. Find the task and press ‘Edit’. On this page, this task […]

Once projects have been created and tasks have been assigned to them, people who are working on the tasks are responsible to report the hours for their work performed.   You can access all your tasks either from the widget on the dashboard, or from the ‘Project Management’ tab, going to ‘My Tasks’.   Find […]

If you are a new user in the CRM and haven’t established a clientele just yet, a simple way to remind yourself about following up with your contacts, is to set alerts. A real quick and easy way to do that is to create activities. You can do that right on your dashboard, in the […]